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LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$23.45
Change-$0.95 (-3.89%)
VolumeN/A
Net Assets361.22M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LCBDX vs VIVAX Comparison Chart
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LCBDX vs. VIVAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LCBDX (361M). LCBDX pays higher dividends than VIVAX: LCBDX (3.51) vs VIVAX (2.14). LCBDX was incepted earlier than VIVAX: LCBDX (12 years) vs VIVAX (32 years). LCBDX (1.06) is less costly to investors than VIVAX (0.17). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LCBDX: VIVAX (3000) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 10.68 vs. VIVAX (7.66). LCBDX return over 5 years is better than : 137.09 vs. VIVAX (101.66).
| LCBDX | VIVAX | LCBDX / VIVAX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.06 | 0.17 | 624% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -1.744 | 2.419 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 195B | 0% |
| Annual Yield % from dividends | 3.51 | 2.14 | 164% |
| Returns for 1 year | 10.68 | 7.66 | 139% |
| Returns for 3 years | 26.64 | 17.34 | 154% |
| Returns for 5 years | 137.09 | 101.66 | 135% |
| Returns for 10 years | 80.16 | 106.90 | 75% |
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